Filed April 21, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $24,996 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,635 |
CARDINAL PENSION GROUP, INC.2 years Filed as: CARDINAL PENSION GROUP INC Service code 49 | Other Services | $11,855 |
CARDINAL PENSION GROUP, INC.2 years Filed as: CARDINAL PENSION GROUP INC. Service code 49 P.O. BOX 5268 · WEST CHESTER, PA 193805268 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,429 | $52,953+280.4% | $172,739+16.6% | $65,185+209.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.58% | 30.12%-9.5pp | 802.84%-782.3pp | 29.38%-8.8pp |
| Employer contribution / active EE | $7,729 | $2,190+253.0% | $5,143+50.3% | $2,177+255.1% |
| Participant deferral / active EE | $8,595 | $2,471+247.9% | $5,198+65.4% | $3,514+144.6% |
| Admin fee / account holder | $262 | $472-44.6% | $13,954-98.1% | $847-69.1% |